See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,362 | $179,726+34.9% | $156,263+55.1% | $142,382+70.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 6.31% | 77.86%-71.5pp | 59.47%-53.2pp | 217.08%-210.8pp |
| Employer contribution / active EE | $18,715 | $5,069+269.2% | $4,333+331.9% | $4,299+335.3% |
| Participant deferral / active EE | $5,304 | $6,956-23.8% | $6,158-13.9% | $6,507-18.5% |
| Admin fee / account holder | $3,060 | $17,272-82.3% | $14,255-78.5% | $12,624-75.8% |